Sales
From lead capture to inbox, without leaving your CRM
25 August 2026
A lead capture form only earns its keep if what comes in the other end is a real, ready-to-work contact - not a spreadsheet row someone has to copy in by hand.
An embeddable form does exactly that: drop it on any page, and every submission lands as a genuine contact in your pipeline, matched by email if they've enquired before, and optionally routed straight into a workflow the moment they submit.
Reaching that list again is built in too - a marketing email with real formatting (headings, lists, images, not just plain text) can go to everyone, to one tagged group, or to a hand-picked list of individual contacts, whichever fits the moment.
Every send tracks opens and clicks per recipient, so you know who actually engaged rather than just how many emails went out, and a working unsubscribe link is included automatically on every one.
Because the form, the workflow it can trigger, and the email you send afterward all draw from the same contact record your sales team already works from, nothing about a lead's journey needs re-entering at any step.
Frequently asked questions
Do form submissions need reviewing before they become contacts?
No - a submission lands as a real contact immediately, matched to an existing one by email if they've been in touch before, so there's nothing to approve or import.
Can we send a marketing email to just some of our contacts?
Yes - target everyone, one tagged group, or a hand-picked list of individual contacts, and every send still tracks opens and clicks per recipient.
Who sends the marketing email - is a separate mail provider needed?
It sends through whichever outbound provider your account is already connected to, so there's nothing extra to set up.
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